What Robert Vinall bought and sold in Q1 2026

In Q1 2026, Robert Vinall (RV Capital GmbH) opened 2 new positions — including MORN (0.2%), SPOT (0.1%), added to 4, exited 1 (WIX). The book stood at $383M across 13 positions, filed May 11, 2026.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.